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Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
2401
1900 Wealth Management
Texas
$575K +$20.5K +259 +4%
MWS
2402
MFA Wealth Services
California
$574K +$112K +1,422 +25%
OCM
2403
Orleans Capital Management
Louisiana
$574K – – –
NWM
2404
Navigate Wealth Management
Alabama
$574K – – –
CIM
2405
Catalyst Investment Management
New Hampshire
$573K +$157K +1,987 +39%
AAMG
2406
AMG Asset Management Group
Georgia
$573K +$11.6K +147 +2%
EWA
2407
Elevate Wealth Advisory
Georgia
$572K -$7.74K -98 -1%
SFWA
2408
Summit Financial Wealth Advisors
Louisiana
$572K +$71.2K +902 +15%
CCP
2409
Cane Capital Partners
Louisiana
$571K +$59.2K +750 +12%
SFG
2410
Strive Financial Group
Indiana
$571K +$95.6K +1,211 +21%
CWM
2411
Circle Wealth Management
New Jersey
$570K -$42.8K -542 -7%
MQWP
2412
Morey & Quinn Wealth Partners
Nebraska
$569K +$18.6K +236 +3%
BAM
2413
Bosun Asset Management
Illinois
$569K – – –
CCA
2414
Coign Capital Advisors
Utah
$568K +$552K +6,990 New
MWM
2415
Mattern Wealth Management
Kansas
$567K +$46.8K +592 +9%
AWAP
2416
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$567K -$25K -317 -4%
WSFG
2417
Wall Street Financial Group
Illinois
$566K -$4.66K -59 -0.8%
PWM
2418
Provident Wealth Management
Tennessee
$565K – – –
RCM
2419
RMR Capital Management
California
$565K – – –
SWP
2420
Semus Wealth Partners
Florida
$564K -$12.2K -154 -2%
SWM
2421
SHP Wealth Management
Massachusetts
$564K +$38.3K +485 +8%
KLWA
2422
Kelly Lawrence W & Associates
California
$563K – – –
IW
2423
Instrumental Wealth
Florida
$562K +$22.6K +286 +4%
GSWM
2424
Greenup Street Wealth Management
Michigan
$562K +$26.3K +333 +5%
CFCS
2425
CDM Financial Counseling Services
Connecticut
$562K -$30K -380 -5%
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